Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
544
+50
+10% +$23.8K 0.03% 730
2025
Q1
$181K Sell
494
-3
-0.6% -$1.1K 0.02% 867
2024
Q4
$201K Sell
497
-10
-2% -$4.04K 0.03% 826
2024
Q3
$256K Buy
507
+26
+5% +$13.1K 0.04% 539
2024
Q2
$207K Buy
481
+34
+8% +$14.6K 0.03% 531
2024
Q1
$169K Sell
447
-70
-14% -$26.5K 0.03% 706
2023
Q4
$167K Buy
517
+50
+11% +$16.2K 0.03% 679
2023
Q3
$147K Buy
467
+168
+56% +$52.7K 0.03% 654
2023
Q2
$102K Buy
299
+63
+27% +$21.5K 0.03% 837
2023
Q1
$69.9K Buy
236
+5
+2% +$1.48K 0.02% 957
2022
Q4
$69.4K Buy
231
+32
+16% +$9.62K 0.02% 934
2022
Q3
$52K Sell
199
-300
-60% -$78.4K 0.03% 972
2022
Q2
$141K Buy
499
+223
+81% +$63K 0.09% 284
2022
Q1
$83K Sell
276
-276
-50% -$83K 0.04% 733
2021
Q4
$148K Buy
552
+227
+70% +$60.9K 0.07% 369
2021
Q3
$85K Sell
325
-67
-17% -$17.5K 0.05% 515
2021
Q2
$100K Buy
+392
New +$100K 0.06% 456